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Add a role with only Plan & billing switched on, then invite your accountant with that role or move them to it.

Only an admin can do this. The person you give it to takes a seat like any other colleague.

  1. 1 Open Team.
  2. 2 In the Roles card, choose Add a role.
  3. 3 Enter a Name, for example Accountant.
  4. 4 Under What this role can do, untick See requests, clients and documents. A new role starts with the Member switches ticked, and the switches that depend on this one stop counting when it is off.
  5. 5 Tick Plan & billing. Leave every other switch off.
  6. 6 Choose Add role.
  7. 7 To bring in someone new, choose this role in the role menu of the Invite a teammate card and choose Send invite. To use a person who is already on your team, change their role.

What that person sees

  • Home shows a card headed Your role only has access to with a Plan & billing button.
  • The sidebar has no Requests, Clients, Retention or Rights. Plan & billing is in the menu behind their name.
  • On Plan & billing they can use everything the page offers, including paying, changing the plan and reading the invoices.
  • They cannot open requests, clients or documents. We check the role on every action, so a typed address does not get past it.
  • Billing emails go to everyone whose role holds Plan & billing, admins included. The email list shows which mails those are.
  • While your firm's account is suspended for non-payment, this person can still sign in to reach Plan & billing. People whose roles lack Plan & billing cannot.